Capital flow per quarter
BuysSellsNet
Latest · 2025Q4
+$299M
Lifetime buys
$11.74B
Lifetime sells
$13.09B
Quarter activity
What changed in 2024Q2 - net new, added, trimmed, exited.
New positions9 names
- CNCCENTENE CORP DEL+1,431,312$94.9M
- WCCWESCO INTL INC+381,766$60.5M
- TFXTELEFLEX INCORPORATED+122,482$25.8M
- LYVLIVE NATION ENTERTAINMENT IN+233,896$21.9M
- GTMZOOMINFO TECHNOLOGIES INC+1,567,923$20.0M
- CRSCARPENTER TECHNOLOGY CORP+130,000$14.2M
- LYFTLYFT INC+816,451$11.5M
- MTCHMATCH GROUP INC NEW+354,222$10.8M
- BHCBAUSCH HEALTH COS INC+1,307,068$9.1M
Added to13 names
- CVSCVS HEALTH CORP+7,465,959$440.9M
- GPNGLOBAL PMTS INC+730,098$70.6M
- CARAVIS BUDGET GROUP+348,847$36.5M
- TEVATEVA PHARMACEUTICAL INDS LTD+1,656,357$26.9M
- ALITALIGHT INC+2,530,900$18.7M
- EXKEXACT SCIENCES CORP+401,890$17.0M
- VTRSVIATRIS INC+1,352,783$14.4M
- KNXKNIGHT-SWIFT TRANSN HLDGS IN+129,586$6.5M
- G21810CLARIVATE PLC+1,000,000$5.7M
- UBERUBER TECHNOLOGIES INC+68,359$5.0M
- OFIXORTHOFIX MED INC+221,928$2.9M
- EVLVEVOLV TECHNOLOGIES HLDNGS IN+600,000$1.5M
- + 1 more…
Trimmed18 names
- THCTENET HEALTHCARE CORP−1,661,470$221.0M
- UHSUNIVERSAL HLTH SVCS INC−870,253$160.9M
- FISVFISERV INC−748,924$111.6M
- CTVACORTEVA INC−1,713,817$92.4M
- DXCDXC TECHNOLOGY CO−4,076,295$77.8M
- CICIGNA CORP NEW−177,776$58.8M
- ESIELEMENT SOLUTIONS INC−2,031,746$55.1M
- BKDBROOKDALE SR LIVING INC−7,437,744$50.8M
- VVVVALVOLINE INC−1,150,044$49.7M
- ELVANTHEM INC−75,651$41.0M
- MRVLMARVELL TECHNOLOGY INC−507,929$35.5M
- MYGNMYRIAD GENETICS INC−1,195,163$29.2M
- + 6 more…
Recent transactions
Last 20 moves
TRIM
THERMO FISHER SCIENTIFIC INC
−58,994
~$579.45 · 2025Q4
2026-02-17
NEW
SENSIENT TECHNOLOGIES CORP
+50,000
~$93.95 · 2025Q4
2026-02-17
ADD
BAUSCH PLUS LOMB CORP
+100,000
~$17.08 · 2025Q4
2026-02-17
ADD
BUTTERFLY NETWORK INC
+4,379,911
~$3.80 · 2025Q4
2026-02-17
ADD
CENTENE CORP DEL
+1,483,922
~$41.15 · 2025Q4
2026-02-17
SOLD
CLARIVATE PLC
−4,960,255
~$3.83 · 2025Q4
2026-02-17
TRIM
DANAHER CORPORATION
−64,227
~$228.92 · 2025Q4
2026-02-17
TRIM
DICKS SPORTING GOODS INC
−67,690
~$197.97 · 2025Q4
2026-02-17
SOLD
DUPONT DE NEMOURS INC
−128,480
~$77.90 · 2025Q4
2026-02-17
ADD
ELEMENT SOLUTIONS INC
+626,720
~$24.99 · 2025Q4
2026-02-17
SOLD
ENCOMPASS HEALTH CORP
−167,637
~$127.02 · 2025Q4
2026-02-17